U.S. Electronic Equipment and Components Stock News

Manhattan Associates (MANH) revealed that its Manhattan Active Point of Sale solution has gone live across over 300 Pacsun stores. The solution is transforming in-store experiences and streamlining fulfillment through integrated mobile checkout and unified inventory. See our latest analysis for Manhattan Associates. Despite landing significant deployments like Pacsun’s rapid adoption of Manhattan Active POS, Manhattan Associates has not been immune to this year’s market skittishness. The...

Allison Transmission Holdings (ALSN) has drawn fresh interest from investors following recent trading activity, with shares showing modest gains over the past week and month. Many are now assessing how the company's fundamentals might guide future performance. See our latest analysis for Allison Transmission Holdings. Even with some recent upward momentum, Allison Transmission Holdings’ share price remains down sharply for the year after a tougher patch earlier in 2024. The stock’s 1-year...

Praxis Precision Medicines recently responded to allegations from short seller Culper Research regarding the integrity of its Phase 3 trial results for ulixacaltamide, its investigational therapy for essential tremor, by hosting a fireside chat on November 24, 2025, to discuss clinical data with external experts. This controversy centers on claims of unapproved methodological changes and optimistic result assumptions, putting the spotlight on data transparency and the future prospects of...

Curious about whether Spotify Technology is fairly priced or hiding some untapped value? You are not alone. Investors everywhere are asking the same question as the music streaming giant continues to evolve. The stock has posted an impressive return of 27.5% year-to-date and is up 22.9% over the last 12 months. However, it has recently pulled back with an 8.2% dip in the last week. Recent headlines have focused on Spotify’s push into audiobooks and updates to its subscription tiers. These...

Cheniere Energy Partners (CQP) has caught investors’ attention following its announcement of a $1 billion fixed-income exchange offer for senior unsecured notes due in 2035. Recent analyst actions, along with this move, are shaping market sentiment. See our latest analysis for Cheniere Energy Partners. Cheniere Energy Partners’ share price has edged lower in recent sessions, with a 1-day decline of 1.26% and a 7-day drop of 2.47%. The recent fixed-income exchange offer and mixed analyst...

Cencora recently reported strong fiscal fourth quarter earnings that exceeded analysts' expectations, prompting several firms to raise their assessments of the company. While the company's President and CEO sold US$1.86 million worth of stock under a pre-arranged plan, analysts remain focused on Cencora's operating performance and future potential in the Medical Services industry. Let's explore how Cencora's latest earnings beat could influence its investment case and reinforce analyst...

Dolby Laboratories (DLB) stock has drawn some attention for its quiet performance lately, with shares remaining relatively steady over the past month. Investors may be weighing the company’s fundamentals and recent financial trends as they seek new catalysts for movement. See our latest analysis for Dolby Laboratories. After a stretch of quiet trading, Dolby Laboratories’ 1-day share price return of 3.01% suggests investors are taking notice. However, this follows a year marked by fading...

TransMedics Group (TMDX) shares have seen renewed investor interest after the company’s earnings estimates were revised upward several times, with no downgrades reported. The stock also climbed above important technical moving averages, which has fueled optimism. See our latest analysis for TransMedics Group. Momentum appears to be building for TransMedics Group. After climbing past key moving averages and posting a 5.74% 1-day share price return, the stock has attracted the attention of...

On November 18, 2025, Simpson Manufacturing presented at the Stephens Annual Investment Conference in Nashville, sharing details on its strategic plans to expand digital solutions, optimize costs, and return at least 35% of free cash flow to shareholders through buybacks. An interesting highlight from the event was the company's focus on growing its presence in the multifamily housing sector despite broader residential and commercial market stagnation. We'll now explore how Simpson...

ASP Isotopes Inc. recently reported third quarter 2025 earnings, revealing revenue of US$4.89 million, up from US$1.09 million a year ago, while net loss widened to US$12.87 million compared to US$7.27 million previously. While strong revenue gains highlight the company’s growth trajectory, mounting losses and a delayed SEC filing have increased investor uncertainty around profitability and financial reporting. We’ll explore how accelerating revenue growth amid deepening losses could affect...

BorgWarner (NYSE:BWA) caught investors’ attention after reporting better-than-expected second quarter results and boosting its full-year guidance. The company also revealed several new electrification contracts across key global markets and significantly raised its dividend. See our latest analysis for BorgWarner. BorgWarner’s stock has picked up serious momentum in 2025, jumping over 37% on a share price basis since the start of the year as a result of upbeat results and aggressive moves...

Waste Connections, Inc. recently reported third-quarter 2025 results that surpassed consensus earnings and revenue forecasts, highlighted by a 21.6% year-over-year revenue increase in its E&P Waste Treatment, Recovery and Disposal segment. A key takeaway is that upward revisions to 2025 full-year revenue and adjusted EBITDA estimates reflect strengthening operational momentum across Waste Connections’ business lines. With the company now raising its full-year financial outlook, we’ll explore...

In November 2025, ON Semiconductor Corporation announced a new share repurchase program authorizing the company to buy back up to US$6 billion of its own stock, with the authorization valid through December 31, 2028. This substantial buyback reflects the board's confidence in the company's long-term strategy and its investments in advanced technologies across automotive, industrial, and AI data center markets. We'll consider how the US$6 billion share buyback authorization may affect ON...

Siemens Energy recently announced it has signed a binding contract to design and deliver the power conversion system for Oklo's first advanced Aurora powerhouse reactor at Idaho National Laboratory, authorizing the start of engineering, procurement, and manufacturing for critical components. This collaboration is seen as a significant step in de-risking supply chain challenges and accelerating Oklo’s path to commercial deployment of its advanced reactor technology. We’ll explore how Siemens...

J.B. Hunt Transport Services recently presented at the Stephens Annual Investment Conference in Nashville and reported third quarter earnings that exceeded analyst forecasts, with earnings per share increasing 18.1% year-over-year despite a slight revenue dip. This strong financial performance has contributed to sustained analyst optimism and reflects the company's ability to outperform expectations even as overall revenue trends remain under pressure. We'll consider how J.B. Hunt's...

ASGN Incorporated recently announced a multi-year partnership to integrate Salesforce’s Agentforce platform into its digital engineering practice, aiming to accelerate AI innovation and streamline intelligent automation for clients across commercial and government sectors. This collaboration underscores Salesforce's growing adoption among enterprise clients who are leveraging agent-based AI solutions to enhance workflow efficiency and expand offerings across critical technology areas. Next,...

Recursion Pharmaceuticals (RXRX) stock caught attention as bargain-hunting investors moved in after a dip, supported by broader market optimism following dovish Federal Reserve commentary and new signs of improving company fundamentals. See our latest analysis for Recursion Pharmaceuticals. Despite a tough year marked by a 42% year-to-date share price drop and a 1-year total shareholder return of -27%, Recursion Pharmaceuticals has started to attract renewed interest. The sharp 8.31% one-day...

Earlier this month, Gates Corporation launched Data Master™ Eco, a next-generation liquid cooling solution designed for hyperscale data centers and high-performance computing, emphasizing sustainability and energy efficiency through an innovative halogen-free and energy-saving manufacturing process. This product introduction not only expands Gates’ portfolio for AI-centric data center infrastructure, but also showcases the company’s commitment to reducing environmental impact in critical...

In recent months, Zoetis reported mixed third-quarter results and lowered its full-year sales forecast amidst increased competition in the animal health sector. Amid these challenges, analysts initiated neutral coverage and raised concerns about slower revenue growth and margin pressure, prompting investors to scrutinize Zoetis’s future momentum. We’ll explore how heightened analyst caution and renewed margin concerns shape the company’s investment narrative going forward. AI is about to...

Fastly (FSLY) just unveiled its new Certified Services Partner Program, which focuses on training security professionals at partner firms. This move gives customers more ways to implement Fastly’s solutions and expands partner capabilities. See our latest analysis for Fastly. Fastly’s launch of its Certified Services Partner Program comes at a time of renewed investor interest, with the company’s 30-day share price return at 30.97% and a strong 1-year total shareholder return of 38.28%...

Recently, RXO highlighted ongoing fragility in the truckload capacity environment due to increased regulatory enforcement and carrier attrition, which could create significant freight rate volatility in 2026, and reported modest rate improvements during a subdued Q3 spot market with expectations for a modest Q4 peak season. Director Adrian Kingshott's purchase of 9,350 company shares continued a year-long trend of insider buying, suggesting sustained management confidence amid industry...

White Mountains Insurance Group recently launched a modified Dutch auction self-tender offer to repurchase up to US$300 million of its common shares at prices between US$1,850 and US$2,050 per share, with the offer set to expire on December 19, 2025 unless extended. This move follows the company's sale of a controlling interest in its Bamboo homeowners’ insurance platform for US$1.75 billion, while retaining a 15% equity stake, highlighting active capital management and portfolio...

Illinois Tool Works (ITW) stock is drawing attention after BofA upgraded its rating, citing stronger profit forecasts for 2026 and expectations for consistent margin expansion. The upgrade follows improved outlooks for ongoing earnings growth. See our latest analysis for Illinois Tool Works. ITW’s upgraded outlook from BofA comes after a modest rebound, with its 1-day share price return of 2.8% standing out following a period of weaker performance earlier in the year. Even so, the total...

Thinking about whether Ferrari stock is trading at a fair price? You are not alone, and there is more to the story than what the market ticker shows. After riding an exceptional multiyear run, Ferrari shares have hit a bump recently, sliding 6.7% in the last week and remaining down 6.5% year-to-date. Headlines in recent weeks have focused on industry shifts, luxury brand demand, and ongoing shareholder debates regarding innovation versus tradition at Ferrari. These stories are influencing...